Purchases and Sales Made in Q2 2020 in First Tr Large Cap Core Alphde (FEX)
This table provides information about the institutional ownership of First Tr Large Cap Core Alphde (FEX) during Q2 2020. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP CORE ALPHDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-356- 10.86% |
$16K - $23.1K
|
2.92K
$327K
|
|
|
Jul 16, 2020
Q2 2020
|
Pfg Advisors
|
SELL
|
- |
-394- 6.7% |
$17.7K - $25.5K
|
5.49K
$614K
|
|
|
Jul 20, 2020
Q2 2020
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-406- 9.18% |
$18.3K - $26.3K
|
4.02K
$450K
|
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-416- 4.16% |
$18.7K - $26.9K
|
9.57K
$1.07M
|
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 3.42% |
$22.5K - $32.4K
|
14.1K
$1.58M
|
|
|
Aug 07, 2020
Q2 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-579- 12.08% |
$26.1K - $37.5K
|
4.22K
$472K
|
|
|
Aug 26, 2020
Q2 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-609- 7.1% |
$27.4K - $39.4K
|
7.97K
$892K
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-641Closed |
$28.9K - $41.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-670- 3.69% |
$30.2K - $43.4K
|
17.5K
$1.96M
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-676- 9.2% |
$30.4K - $43.8K
|
6.67K
$747K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-740- 9.01% |
$33.3K - $47.9K
|
7.47K
$836K
|
|
|
Jul 29, 2020
Q2 2020
|
Eukles Asset Management
|
SELL
|
- |
-779- 6.99% |
$35.1K - $50.5K
|
10.4K
$1.16M
|
|
|
Jul 24, 2020
Q2 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-795- 4.31% |
$35.8K - $51.5K
|
17.6K
$1.97M
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-860Closed |
$38.7K - $55.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-968- 14.86% |
$43.6K - $62.7K
|
5.55K
$621K
|
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.19K- 95.49% |
$53.3K - $76.8K
|
56
$6.27K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.22K- 7.89% |
$55K - $79.1K
|
14.3K
$1.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.35K- 13.22% |
$60.9K - $87.7K
|
8.89K
$995K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.36KClosed |
$61.1K - $87.9K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.64K- 22.49% |
$73.9K - $106K
|
5.66K
$634K
|
|
|
Aug 11, 2020
Q2 2020
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.68K- 23.62% |
$75.4K - $108K
|
5.42K
$606K
|
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 9.59% |
$80.3K - $116K
|
16.8K
$1.88M
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.79KClosed |
$80.4K - $116K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.9K- 7.63% |
$85.4K - $123K
|
23K
$2.57M
|
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.03K- 6.84% |
$91.4K - $131K
|
27.6K
$3.09M
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.15K- 3.43% |
$96.5K - $139K
|
60.5K
$6.77M
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.45K- 3.63% |
$110K - $159K
|
65.1K
$7.29M
|
|
|
Jul 30, 2020
Q2 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.81K- 11.29% |
$126K - $182K
|
22.1K
$2.47M
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.02K- 10.17% |
$136K - $196K
|
26.7K
$2.99M
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.06K- 39.44% |
$138K - $198K
|
4.7K
$526K
|
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 18.67% |
$152K - $219K
|
14.7K
$1.65M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.67K- 5.96% |
$165K - $238K
|
57.9K
$6.48M
|
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.83K- 50.53% |
$172K - $248K
|
3.75K
$420K
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.88K- 42.74% |
$175K - $251K
|
5.2K
$582K
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.93K- 39.64% |
$177K - $254K
|
5.98K
$670K
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.02K- 4.96% |
$181K - $261K
|
77.1K
$8.63M
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.12K- 28.53% |
$185K - $267K
|
10.3K
$1.16M
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 22.78% |
$198K - $286K
|
14.9K
$1.67M
|
|
|
Nov 14, 2024
Q2 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.66KClosed |
$210K - $302K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.12K- 2.64% |
$230K - $332K
|
189K
$21.1M
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
SELL
|
- |
-6.09K- 44.16% |
$274K - $394K
|
7.7K
$862K
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.44K- 41.87% |
$290K - $417K
|
8.94K
$1M
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.55K- 23.14% |
$295K - $424K
|
21.8K
$2.44M
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.67K- 14.93% |
$300K - $432K
|
38K
$4.26M
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.71KClosed |
$347K - $499K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.75KClosed |
$349K - $502K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.89K- 35.14% |
$355K - $511K
|
14.6K
$1.63M
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.21K- 29.27% |
$370K - $532K
|
19.8K
$2.22M
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.4K- 23.82% |
$423K - $609K
|
30.1K
$3.37M
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.61K- 90.79% |
$433K - $622K
|
975
$109K
|